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Close + Instantly

Automatically update lead status in Instantly every time new leads are tagged in Close

With this workflow, any status change of a lead in the Close app is instantly mirrored in the Instantly app. This real-time update eliminates the need for manual checks, enabling your team to react faster to new leads. Enhance customer relationships by promptly responding to ever-evolving lead statuses.

With this workflow, any status change of a lead in the Close app is instantly mirrored in the Instantly app. This real-time update eliminates the need for manual checks, enabling your team to react faster to new leads. Enhance customer relationships by promptly responding to ever-evolving lead statuses.

  1. When this happens...
    CloseClose
    New Lead in Status

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    TriggerInstant
  2. automatically do this!
    InstantlyInstantly
    Update Lead Status

    Update a lead's status

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
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    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
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    • Direction

    • Completed?

    Trigger
    Instant
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    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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Related categories

  • CRM (Customer Relationship Management)

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instantly logo
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About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

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